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BALCX vs CBALX
BALCX vs CBALX Comparison
Open Charts BALCX vs CBALX
American Funds American Balanced C
Price$38.19
Change+$0.10 (+0.26%)
VolumeN/A
Net Assets262.04B
Columbia Balanced Inst
Price$56.22
Change+$0.26 (+0.46%)
VolumeN/A
Net Assets10.16B
BALCX vs CBALX Comparison Chart in %
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BALCX vs. CBALX commentary
Sep 27, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is BALCX is a Hold and CBALX is a Buy.
FUNDAMENTALS
Fundamentals
BALCX has more cash in the bank: 262B vs. CBALX (10.2B). CBALX pays higher dividends than BALCX: CBALX (1.85) vs BALCX (1.16). BALCX was incepted earlier than CBALX: BALCX (25 years) vs CBALX (34 years). BALCX (1.31) is less costly to investors than CBALX (0.68). CBALX is a more actively managed with annual turnover of: 200.00 vs. BALCX (44.00). BALCX has a lower initial minimum investment than CBALX: BALCX (250) vs CBALX (2000). BALCX annual gain was more profitable for investors over the last year : 7.28 vs. CBALX (5.59). BALCX return over 5 years is better than : 40.11 vs. CBALX (32.80).
| BALCX | CBALX | BALCX / CBALX | |
| Total Expense Ratio | 1.31 | 0.68 | 193% |
| Annual Report Gross Expense Ratio | 1.31 | 0.68 | 193% |
| Fund Existence | 25 years | 34 years | - |
| Gain YTD | 12.568 | 11.273 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 2000 | 13% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 262B | 10.2B | 2,569% |
| Annual Yield % from dividends | 1.16 | 1.85 | 63% |
| Returns for 1 year | 7.28 | 5.59 | 130% |
| Returns for 3 years | 48.24 | 46.64 | 103% |
| Returns for 5 years | 40.11 | 32.80 | 122% |
| Returns for 10 years | 74.67 | 81.94 | 91% |
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